Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,567 | $98,766-68.0% | $149,730-78.9% | $79,852-60.5% |
| Participation rate | 77.6% | 75.8%+1.8pp | 82.5%-4.9pp | 69.6%+7.9pp |
| Annual return | 11.03% | 27.43%-16.4pp | 276.70%-265.7pp | 31.72%-20.7pp |
| Employer contribution / active EE | $2,390 | $3,217-25.7% | $4,645-48.6% | $2,471-3.3% |
| Participant deferral / active EE | $3,615 | $5,681-36.4% | $6,843-47.2% | $3,740-3.4% |
| Admin fee / account holder | $5,550 | $6,052-8.3% | $9,310-40.4% | $5,306+4.6% |